Nelson Capital Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-550
| Closed | -$11K | – | 276 |
|
|
2018
Q1 | $11K | Hold |
550
| – | – | ﹤0.01% | 203 |
|
|
2017
Q4 | $10K | Hold |
550
| – | – | ﹤0.01% | 230 |
|
|
2017
Q3 | $11K | Sell |
550
-200
| -27% | -$4K | ﹤0.01% | 203 |
|
|
2017
Q2 | $14K | Buy |
750
+200
| +36% | +$3.73K | ﹤0.01% | 201 |
|
|
2017
Q1 | $11K | Hold |
550
| – | – | ﹤0.01% | 211 |
|
|
2016
Q4 | $12K | Hold |
550
| – | – | ﹤0.01% | 201 |
|
|
2016
Q3 | $11K | Hold |
550
| – | – | ﹤0.01% | 205 |
|
|
2016
Q2 | $11K | Hold |
550
| – | – | ﹤0.01% | 207 |
|
|
2016
Q1 | $11K | Hold |
550
| – | – | ﹤0.01% | 194 |
|
|
2015
Q4 | $10K | Hold |
550
| – | – | ﹤0.01% | 196 |
|
|
2015
Q3 | $10K | Hold |
550
| – | – | ﹤0.01% | 194 |
|
|
2015
Q2 | $11K | Hold |
550
| – | – | ﹤0.01% | 203 |
|
|
2015
Q1 | $11K | Hold |
550
| – | – | ﹤0.01% | 203 |
|
|
2014
Q4 | $10K | Sell |
550
-239
| -30% | -$4.35K | ﹤0.01% | 230 |
|
|
2014
Q3 | $13K | Buy |
789
+239
| +43% | +$3.94K | ﹤0.01% | 219 |
|
|
2014
Q2 | $10K | Hold |
550
| – | – | ﹤0.01% | 238 |
|
|
2014
Q1 | $9K | Hold |
550
| – | – | ﹤0.01% | 212 |
|
|
2013
Q4 | $9K | Hold |
550
| – | – | ﹤0.01% | 197 |
|
|
2013
Q3 | $10K | Hold |
550
| – | – | ﹤0.01% | 179 |
|
|
2013
Q2 | $9K | Buy |
+550
| New | +$9K | ﹤0.01% | 186 |
|